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Technology Stocks : Net Perceptions, Inc. (NETP) -- Ignore unavailable to you. Want to Upgrade?

To: rupert1 who wrote (585)	5/14/1999 8:11:00 AM
From: Boquacious	Read Replies (1) \| Respond to of 2908

Steve gave it a 14x discounted multiple (i guess that is a low internet multiple?)

To: rupert1 who wrote (585)	5/14/1999 2:38:00 PM
From: stockman_scott	Read Replies (2) \| Respond to of 2908

<< On a market value basis NETP trades at $562 million market cap or 124x 1998 revenue, which seems a little frothy to me at this juncture. However, let's give the firm four years of growth and I feel comfortable calling this a 14x discounted multiple with high risk, high expectations built in. If executed properly I forecast positive earnings by third quarter 2001 as losses this year remained in check with 1998 at about $5 million.>> Victor: We are entitled to our opinions. A number of internet stocks may have "frothy valuations" in today's market. Look at the market value for Doubleclick, Inktomi, Infospace, At Home etc... None of these firms have any earnings yet but they are each worth Billions on paper. It's all based on future potential. NETP is still young and I think they have ambitious growth plans. IMO, they also have the best technology and management in their business. I also expect that there may be some new alliances / partnerships. There also should be some new revenue streams coming online as NETP takes their technology into new markets (eg. the Call Center field and the Knowledge Management Field). Internet Stock Valuation is quite an art. I look forward to hearing what the Investment banks have to say in the next few weeks. Lets let "the experts" speak up . IMO, NETP is still undervalued. If I didn't believe that, I would not have made this my largest position. Good Luck Investing. Best Regards, Scott ------------------------------------------------------------------------------------------------------ BTW, the best potential partners for NETP may actually be Doubleclick, DELL, or MSFT. Just my views. Its out of my hands though <GG>.!!